Filed November 23, 2025
See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,431 | $81,474-8.6% | $133,956-44.4% | $73,488+1.3% |
| Participation rate | 56.4% | 76.4%-19.9pp | 79.8%-23.4pp | 70.7%-14.2pp |
| Annual return | 17.57% | 19.40%-1.8pp | 45.09%-27.5pp | 28.51%-10.9pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $5,369 | $3,786+41.8% | $5,048+6.4% | $3,740+43.6% |
| Admin fee / account holder | $1,445 | $713+102.7% | $8,927-83.8% | $513+181.7% |